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Balancing act from Henderson

Henderson Global Investors is expanding its fund of funds range with the independent balanced portfolio trust.

Henderson already has two fund of funds one that is concerned with capital growth and the other aiming to produce income. The independent balanced portfolio trust bridges the gap between the existing fund of funds by combining income and growth. It invests in up to 25 open ended investment companies and unit trusts from different fund management groups.

The independent balanced portfolio trust has a strong UK bias, with 57 per cent going into UK stocks and shares and 10 per cent in UK fixed interest securities. European equities constitute 10 per cent of the portfolio and the rest is divided between higher risk sectors such as Japan and emerging markets.

This fund of funds is likely to appeal to new investors and those with Isas or Peps who want to consolidate their investments under one roof. Investors may also choose to do this if they are unhappy with the performance of their existing funds.

According to Standard & Poor&#39s the Henderson Independent Growth portfolio is ranked 21 out of 48 funds based on £1,000 invested on a bid-to-bid basis with net income reinvested over three years to February 26, 2001.

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